Philip Watson is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate firms since 1993. Watson serves on the Board of Directors for Maxinkuckee Country Club. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research and modeling techniques to deliver tailored, tax-efficient income strategies. The firm offers a broad array of advisory, brokerage, and insurance solutions through affiliated entities.

Alexia Boyd is a financial advisor at UBS Financial Services with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

Jonathan Strong is a financial advisor with Wells Fargo Clearing in Naples, Florida, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at UBS Financial Services and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party sources to guide investment decisions, offering both brokerage and advisory solutions.

Cord Iszler is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, he worked in transportation and held a role at Hodges University. Outside of advising, he is involved in non-variable insurance activities through a related insurance agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, as well as institutional clients, using a model-driven investment approach and offering access to third-party asset managers and financial planning services.

George Kondracke is a financial advisor with Merrill in Naples, FL, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Merrill since 2006 and has worked at Bank of America, N.A. since 2011. Kondracke is involved with the Kondracke Family Foundation, a charitable organization focused on donations. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Michael Stack is a Wealth Management Advisor with Merrill Lynch Wealth Management, focusing on the Private Equity, Debt, and Real Estate platform. He has been a financial advisor since 1999 and joined Merrill Lynch in 2004. Michael develops wealth management strategies that align clients’ portfolios with their goals and objectives, specializing in areas such as college education planning, liquidity management, managing new wealth, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Michael holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation awarded by the Certified Financial Planner Board of Standards Inc., as well as Series 7 and Series 66 FINRA registrations. He also holds the personal investment advisor (PIA) designation. His educational background includes a bachelor's degree from Gettysburg College and attendance at Loyola College, with a high school diploma from Overlea Senior High School. Michael lives in the Hunt Valley area and recently became an empty nester as his two daughters attend the University of Maryland. Outside of his professional role, he is involved with Best Buddies International and Leadership Greater Washington. His personal interests include billiards, golfing, music, reading, spending time with family, table tennis, and watching movies.

Dennis Hottel is a financial advisor at Stifel with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs proprietary investment analysis and allocation methods developed by its Investment Strategy Group to support client decisions.

Adamo Calistri is a financial advisor with Wells Fargo Clearing in Naples, FL, holding a Series 66 designation and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following roles at Fifth Third Securities and Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering a broad range of brokerage and advisory solutions.

Daniel Machnik is a CFP® with 20 years of experience in the financial industry. He is currently affiliated with Cetera and has worked at several firms including Avantax Advisory Services and Blue Cross Blue Shield of Michigan. Machnik serves on the board of the Phil and Pat Willis Foundation. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management, financial planning, and consulting services through a nationwide network of independent advisors.

Christopher Childs is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he collaborates with individuals, families, and business owners to develop comprehensive wealth management strategies aimed at helping them achieve their financial goals. His approach integrates investment management, retirement planning, estate planning services, and tax-efficient strategies tailored to each client's unique priorities. He holds a Bachelor's Degree from the University of Florida and has earned several professional designations, including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Christopher's expertise encompasses family wealth management strategies, legacy planning, and managing new wealth. Outside of his professional work, Christopher is involved with the Gulfshore Playhouse and enjoys activities such as basketball, football, golfing, pickleball, running, skiing, skydiving, tennis, and traveling, as well as spending time with his family.

Jake Amons is a Series 66-licensed financial advisor with J.P. Morgan Securities in Naples, FL. He has one year of industry experience, including prior roles at Karr Barth Associates and Haddonfield Financial Planning. Outside of financial services, he has worked with Auburn University Libraries and served as a beach patrol officer. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with a focus on eligible strategies and ESG considerations.

John Eyerman Jr. is a financial advisor with UBS Financial Services in Bonita Springs, FL. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with UBS Financial Services since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.

Thomas Pignatelli III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 25 years of industry experience. His career includes roles at J.P. Morgan Securities, Merrill, Bank of America, and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to a broad client base, including individuals, corporations, and institutional investors. The firm employs research and analytics to evaluate investment options and offers both brokerage and advisory solutions at scale.

Timothy Skelton is a financial advisor with UBS Financial Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he is involved as a partner in a real estate partnership that manages rental properties and has ownership in a lakehouse held in an LLC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans and portfolio management based on proprietary research and market analysis.

Haley Jones is a financial advisor at Edward Jones in Naples, FL, holding a Series 66 designation with three years of industry experience. Prior to her current role, she worked in diverse fields including floral design and agriculture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm has a large national presence, managing approximately $1.01 trillion in assets and offering tax-efficient and fiduciary-standard services.

Geoffrey Hunter is a financial advisor with Raymond James & Associates in Naples, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James in various capacities since 2014. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Andrew Strong is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 37 years of industry experience. He previously worked at UBS Financial Services for 14 years and Merrill for two years. Outside of his advisory role, he serves as a trustee overseeing a charitable trust and manages several LLCs involved in directing private investments. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Pamela Mitchell is a CFP® with 18 years of industry experience, currently with Raymond James & Associates since 2023. She previously worked at UBS Financial Services for 16 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable and governmental entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

Peter Renaghan is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63, 65, and 66 designations and bringing 44 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is an officer of the Fiddlers Cove Association, a recreational organization in North Falmouth, Massachusetts, and supports the National Guard Association of the United States. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, including scenario modeling, to provide financial advice without recommending individual securities as part of standalone planning.

Richard Walker Sr. is a financial advisor with Raymond James Financial in Naples, FL, holding the PFS™ designation along with Series 63 and Series 66 licenses. He has 26 years of industry experience, including over a decade at Raymond James Financial and affiliated entities. Outside of his primary advisory role, he provides tax preparation services as an independent contractor and serves as an acting trustee for a trust account. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal advisory and employer SIMPLE IRA consulting.